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U.S. Building Products Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies49
  • 7D-9.3%
  • 3M5.9%
  • 1Y11.5%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 9.3%, driven by declines in Trane Technologies and Johnson Controls International of 9.2% and 9.0%, respectively. In contrast, WF International has gained 19%. This takes the industry's 12 month performance to a gain of 12%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026US$388.5bUS$158.6bUS$11.9b21.3x32.6x2.5x
Thu, 05 Feb 2026US$404.0bUS$164.2bUS$11.7b22.7x34.5x2.5x
Sat, 03 Jan 2026US$366.8bUS$163.6bUS$11.6b19.5x31.7x2.2x
Mon, 01 Dec 2025US$370.7bUS$160.9bUS$11.1b19x33.5x2.3x
Wed, 29 Oct 2025US$392.1bUS$164.7bUS$12.8b20.9x30.7x2.4x
Fri, 26 Sep 2025US$380.9bUS$160.9bUS$12.5b21.7x30.4x2.4x
Sun, 24 Aug 2025US$407.6bUS$160.7bUS$12.9b23.6x31.7x2.5x
Tue, 22 Jul 2025US$409.7bUS$162.0bUS$14.1b20.7x29.1x2.5x
Thu, 19 Jun 2025US$386.9bUS$163.5bUS$14.0b20x27.6x2.4x
Sat, 17 May 2025US$401.0bUS$163.4bUS$14.0b22.2x28.6x2.5x
Mon, 14 Apr 2025US$345.6bUS$162.6bUS$13.4b18.9x25.8x2.1x
Wed, 12 Mar 2025US$359.5bUS$162.7bUS$13.4b18.6x26.8x2.2x
Fri, 07 Feb 2025US$388.1bUS$164.5bUS$14.5b19.9x26.8x2.4x
Sun, 05 Jan 2025US$392.3bUS$163.6bUS$14.3b20.9x27.4x2.4x
Tue, 03 Dec 2024US$437.7bUS$162.3bUS$14.3b22.4x30.6x2.7x
Thu, 31 Oct 2024US$410.9bUS$165.4bUS$14.7b21.9x28x2.5x
Sat, 28 Sep 2024US$421.1bUS$164.3bUS$16.4b22.8x25.6x2.6x
Mon, 26 Aug 2024US$393.6bUS$164.4bUS$16.4b21.2x23.9x2.4x
Wed, 24 Jul 2024US$386.0bUS$162.7bUS$14.2b21.3x27.1x2.4x
Fri, 21 Jun 2024US$377.7bUS$162.7bUS$14.3b20.7x26.4x2.3x
Sun, 19 May 2024US$377.3bUS$163.8bUS$14.4b20.9x26.3x2.3x
Tue, 16 Apr 2024US$365.2bUS$165.2bUS$14.7b22.7x24.8x2.2x
Thu, 14 Mar 2024US$365.3bUS$166.7bUS$14.8b23.2x24.6x2.2x
Sat, 10 Feb 2024US$350.2bUS$168.2bUS$14.9b21x23.5x2.1x
Mon, 08 Jan 2024US$327.2bUS$175.3bUS$14.8b20.4x22.1x1.9x
Wed, 06 Dec 2023US$305.9bUS$175.2bUS$15.0b17.8x20.4x1.7x
Fri, 03 Nov 2023US$273.4bUS$175.6bUS$14.1b16.8x19.3x1.6x
Sun, 01 Oct 2023US$272.4bUS$171.9bUS$14.8b16.8x18.4x1.6x
Tue, 29 Aug 2023US$280.7bUS$171.9bUS$14.8b17.2x19x1.6x
Thu, 27 Jul 2023US$294.3bUS$174.3bUS$15.2b16.8x19.3x1.7x
Sat, 24 Jun 2023US$269.8bUS$174.0bUS$15.2b15.9x17.7x1.6x
Mon, 22 May 2023US$251.0bUS$174.0bUS$15.2b14.6x16.5x1.4x
Wed, 19 Apr 2023US$243.7bUS$175.5bUS$16.7b13.6x14.6x1.4x
Fri, 17 Mar 2023US$240.7bUS$175.5bUS$16.6b13.6x14.5x1.4x
Price to Earnings Ratio

14.5x


Total Market Cap: US$240.7bTotal Earnings: US$16.6bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.6x which is higher than its 3-year average PE of 25.2x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-2.17%
Industrials-4.55%
Building-9.30%
Building Products-9.30%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BNC CEA IndustriesUS$3.988.4%
+US$13.7m		-50.6%PE0.6x
WXM WF InternationalUS$0.5119.2%
+US$706.9k		n/aPS0.3x

Latest News

AAON
US$90.33
AAON
7D
-13.7%
1Y
13.2%
JCI
US$133.09
Johnson Controls International
7D
-8.5%
1Y
70.8%

JCI: HVAC Supercycle Dependence Will Pressure Shares If Data Center Demand Shifts

Narrative Update The updated analyst view lifts the Johnson Controls International fair value estimate from about $82.49 to roughly $113.27. This reflects higher Street price targets that are supported by analyst expectations for stronger revenue growth, slightly improved profit margins, and a lower assumed future P/E multiple.
TT
US$427.52
Trane Technologies
7D
-8.3%
1Y
26.4%

TT: AI Efficiency, Data Center Demand And Dividends Will Support A Balanced Outlook

Analysts now set their price target for Trane Technologies at $394, up from about $389.79. This reflects updated views on slightly higher revenue growth expectations and a modest adjustment to margins and future P/E assumptions.
MOD
US$201.07
Modine Manufacturing
7D
-15.7%
1Y
160.2%
WMS
US$149.90
Advanced Drainage Systems
7D
-10.9%
1Y
31.9%

WMS: Buyback Expansion And Earnings Outlook Will Support Future Premium P E Profile

Our Analyst Price Target for Advanced Drainage Systems has been trimmed slightly by $0.80 to $197.20, even as analysts broadly lift their Street targets on the stock, supported by refreshed assumptions around discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Recent Street research has tilted more constructive on Advanced Drainage Systems, with several bullish analysts lifting their price targets by a wide range of dollar amounts while refining their assumptions for discount rates, revenue growth, margins and future P/E multiples.
LII
US$516.96
Lennox International
7D
-8.2%
1Y
-14.5%

LII: Higher Discount Rate And Margin Pressure Will Restrain Future Returns

Analysts have reduced their price target on Lennox International to $452.63 from $501.49, citing updated assumptions that include slightly higher revenue growth, a lower profit margin, a modestly lower future P/E, and a higher discount rate. What's in the News Lennox International issued earnings guidance for 2030, with expected revenue in a range of $6.5b to $7.5b.
BNC
US$3.98
CEA Industries
7D
8.4%
1Y
-50.6%
CARR
US$58.72
Carrier Global
7D
-8.0%
1Y
-12.4%
CSL
US$352.94
Carlisle Companies
7D
-10.4%
1Y
5.2%

CSL: Steady Outlook Suggests Buybacks And Acquisitions Will Shape Future Returns

Analysts have kept their Carlisle Companies price target steady at $389.75, reflecting only small tweaks to assumptions such as discount rate, profit margin and future P/E rather than a change in their overall view of the stock. What's in the News Carlisle Companies issued earnings guidance for 2026, expecting consolidated revenue to be up by a low single digit percentage year over year.
WXM
US$0.51
WF International
7D
19.2%
1Y
n/a